ClearBridge Investments
SIVB

ClearBridge Investments’s SVB Financial Group SIVB Stock Holding History

ClearBridge Investments’s Portfolio SIVB Stock Details SIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-25,444
Closed -$8.54M – 767
2022
Q3 		$8.54M Sell
25,444
-57,775
-69% -$23.3M 0.01% 530
2022
Q2 		$32.9M Buy
83,219
+291
+0.4% +$137K 0.03% 389
2022
Q1 		$46.4M Buy
82,928
+26,715
+48% +$16.2M 0.03% 363
2021
Q4 		$38.1M Sell
56,213
-91,214
-62% -$64.3M 0.03% 394
2021
Q3 		$95.4M Hold
147,427
– – 0.07% 239
2021
Q2 		$82M Sell
147,427
-50,705
-26% -$28.1M 0.06% 276
2021
Q1 		$97.8M Sell
198,132
-140
-0.1% -$68.8K 0.07% 222
2020
Q4 		$76.9M Sell
198,272
-7,470
-4% -$2.42M 0.06% 248
2020
Q3 		$49.5M Sell
205,742
-1,411
-0.7% -$332K 0.04% 289
2020
Q2 		$44.6M Sell
207,153
-9,873
-5% -$1.9M 0.04% 292
2020
Q1 		$32.8M Sell
217,026
-25,490
-11% -$5.61M 0.04% 301
2019
Q4 		$61.7M Sell
242,516
-102,524
-30% -$23.3M 0.05% 284
2019
Q3 		$72.1M Sell
345,040
-39,493
-10% -$8.28M 0.06% 244
2019
Q2 		$86.4M Sell
384,533
-162
-0% -$37.5K 0.07% 216
2019
Q1 		$85.5M Buy
384,695
+365
+0.1% +$85K 0.08% 221
2018
Q4 		$73M Sell
384,330
-54
-0% -$13.2K 0.07% 227
2018
Q3 		$119M Buy
384,384
+26,548
+7% +$8.38M 0.1% 188
2018
Q2 		$103M Buy
357,836
+10,072
+3% +$2.96M 0.08% 206
2018
Q1 		$83.5M Sell
347,764
-14,275
-4% -$3.58M 0.08% 225
2017
Q4 		$84.6M Sell
362,039
-7,447
-2% -$1.59M 0.08% 228
2017
Q3 		$69.1M Sell
369,486
-35,903
-9% -$6.31M 0.07% 258
2017
Q2 		$71.3M Buy
405,389
+1,237
+0.3% +$222K 0.07% 246
2017
Q1 		$75.2M Buy
404,152
+52,731
+15% +$9.59M 0.08% 244
2016
Q4 		$60.3M Sell
351,421
-11,799
-3% -$1.69M 0.07% 251
2016
Q3 		$40.1M Sell
363,220
-1,147
-0.3% -$119K 0.05% 315
2016
Q2 		$34.7M Buy
364,367
+9,939
+3% +$1.02M 0.04% 325
2016
Q1 		$36.2M Sell
354,428
-158,087
-31% -$15.3M 0.04% 315
2015
Q4 		$60.9M Sell
512,515
-136,549
-21% -$16.9M 0.07% 240
2015
Q3 		$75M Sell
649,064
-65,220
-9% -$8.74M 0.09% 211
2015
Q2 		$103M Sell
714,284
-156,835
-18% -$21.2M 0.11% 187
2015
Q1 		$111M Sell
871,119
-19,767
-2% -$2.36M 0.11% 181
2014
Q4 		$103M Sell
890,886
-14,136
-2% -$1.54M 0.11% 184
2014
Q3 		$101M Sell
905,022
-7
-0% -$777 0.11% 176
2014
Q2 		$106M Sell
905,029
-20,297
-2% -$2.26M 0.12% 172
2014
Q1 		$119M Buy
925,326
+10,214
+1% +$1.19M 0.14% 162
2013
Q4 		$96M Buy
915,112
+32,700
+4% +$3.2M 0.12% 177
2013
Q3 		$76.2M Buy
882,412
+175,844
+25% +$15.2M 0.11% 191
2013
Q2 		$58.9M Buy
+706,568
New +$51.7M 0.09% 218

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments's SIVB Position: Q4 2022 in Review

ClearBridge Investments sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 25,444 shares — an estimated $8.54M sold.

ClearBridge Investments first reported a position in SIVB in Q2 2013 and held it in 38 quarters. The position peaked at $119M in Q3 2018. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • ClearBridge Investments reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • ClearBridge Investments sold 25,444 SVB Financial Group shares in Q4 2022, an estimated $8.54M.
  • ClearBridge Investments first reported a position in SVB Financial Group in Q2 2013 and held it in 38 quarters.
  • ClearBridge Investments's SVB Financial Group position peaked at $119M in Q3 2018.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on ClearBridge Investments's 13F filing for Q4 2022, filed 10 Feb 2023.